+91.4%
USO vs JHX
+56.2%
+35.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | +1.0% |
| 7D | +9.5% | +1.5% | +7.9% | +10.3% |
| 30D | +23.6% | +7.2% | +16.4% | +27.7% |
| 3M | +3.8% | +29.9% | -26.1% | +18.0% |
| 6M | +55.0% | +35.4% | +19.7% | +92.7% |
| YTD | +105.3% | +46.5% | +58.8% | +152.8% |
| 1Y | +91.4% | +55.5% | +35.8% | +138.9% |
| All | +91.4% | +56.2% | +35.1% | +138.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded JHX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling